See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7 years Service code 13 · EIN 35-1140070 1300 S. CLINTON STREET · FORT WAYNE, IN 468012248 | Contract Administrator | $9,152 |
Service code 27 2011 RENAISSANCE BLVD STE 210 · KING OF PRUSSIA, PA 19406 | Advisory (Plan) | $6,133 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,953 | $59,417-39.5% | $93,606-61.6% | $74,495-51.7% |
| Participation rate | 63.0% | 59.7%+3.4pp | 68.7%-5.7pp | 67.2%-4.2pp |
| Annual return | 14.27% | 81.83%-67.6pp | 133.20%-118.9pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $1,327 | $1,264+5.0% | $2,420-45.2% | $2,623-49.4% |
| Participant deferral / active EE | $2,286 | $3,050-25.0% | $4,411-48.2% | $4,346-47.4% |
| Admin fee / account holder | $243 | $3,021-92.0% | $8,285-97.1% | $1,942-87.5% |